August, 2007Archive for

Time is up and my client wants to see his/her report and graph

All of clients should be encourage to generate a report before the 60 days are up.  They can then download the PDF file (the latest eGraph will be added in) and it can be reviewed at ANY time.  Usually extensions are purchased (as outlined in a previous post) if more observers are wanted or if they want to do a “follow-up” group at a later time.  IF they forgot to download the file, YOU, as an associate, do have permanent access to their graph and results.  All Associates can regenerat...

And now for something completely (sort of) unrelated

I thought you might like this little piece of marketing advice. Click to play. Only 3.5 minutes long and a good reminder of how one makes sales.

Extending time to send out observers or access reports

From the moment that your clients complete the assessment, they have 30 more days to invite observers and then another 30 days (60 in total) to access their member site. If after that time they want to extend the time - they can purchase another 30 or 60 days for a minimal fee. The system prompts them if they try to log in or invite observers after the time limit. When the 60 days are up - clients are given an option of extending the time for an additional $9.95 for 60 days with full obse...